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Eli Lilly
LLY

Overview Fund Activity

2,798 hedge funds and large institutions have $366B invested in Eli Lilly in 2023 Q2 according to their latest regulatory filings, with 296 funds opening new positions, 1,068 increasing their positions, 1,072 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,798
Holders Change
+199
Holders Change %
+7.66%
% of All Funds
44.13%
Holding in Top 10
239
Holding in Top 10 Change
+88
Holding in Top 10 Change %
+58.28%
% of All Funds
3.77%
New
296
Increased
1,068
Reduced
1,072
Closed
77
Calls
$3.39B
Puts
$3.68B
Net Calls
-$288M
Net Calls Change
-$424M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.51B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$784M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
4
Barclays
Barclays
United Kingdom
+$425M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$24.8B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.75B
3
Primecap Management
Primecap Management
California
-$854M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$834M
5
Lilly Endowment
Lilly Endowment
Indiana
-$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1901
Continuum Advisory
Idaho
$723K -$10.3K -22 -1%
SIG
1902
Sky Investment Group
Connecticut
$722K -$7.03K -15 -1%
CWS
1903
Cypress Wealth Services
California
$720K – – –
AFT
1904
Alpha Family Trust
California
$718K – – –
CTI
1905
Community Trust & Investment
Kentucky
$716K – – –
EFM
1906
E Fund Management
China
$716K -$118K -251 -14%
TWM
1907
Thrive Wealth Management
Pennsylvania
$714K +$364K +775 +104%
DCM
1908
Driehaus Capital Management
Illinois
$714K +$714K +1,522 New
TF
1909
Threadgill Financial
Texas
$710K +$10.1K +22 +1%
CPIA
1910
Cornell Pochily Investment Advisors
New York
$705K – – –
VCP
1911
Verus Capital Partners
Arizona
$705K +$151K +321 +27%
ANB
1912
Amarillo National Bank
Texas
$702K -$3.75K -8 -0.5%
HIGP
1913
Hill Investment Group Partners
Missouri
$700K – – –
SAM
1914
SignalPoint Asset Management
Missouri
$699K +$469 +1 +0.1%
WPP
1915
Whalerock Point Partners
Rhode Island
$695K +$41.7K +89 +6%
HWA
1916
Heritage Wealth Advisors
Virginia
$695K – – –
HVP
1917
Hudson Value Partners
Florida
$692K -$75K -160 -10%
WEG
1918
World Equity Group
Illinois
$691K +$691K +1,474 New
BMCM
1919
Burns Matteson Capital Management
New York
$690K +$17.4K +37 +3%
NFGCM
1920
Norman Fields Gottscho Capital Management
New York
$685K – – –
LIM
1921
Lathrop Investment Management
Arkansas
$684K +$10.3K +22 +2%
TIA
1922
Traphagen Investment Advisors
New Jersey
$684K +$130K +277 +23%
PCM
1923
Pointe Capital Management
Michigan
$681K – – –
FG
1924
Foster Group
Iowa
$680K +$138K +294 +25%
WI
1925
WrapManager Inc
California
$679K -$18.3K -39 -3%
75 76
77
78 79